All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VOO,JEPI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2020-05-21? to Wed 2025-04-23 YTD
Return
TRR
Price
VOO
×
−7.80%
2025-04-23
4.355 TRR
2025-04-23
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−5.43%
2025-04-23
1.322 TRR
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Returns

Thu 2020-05-21? to Wed 2025-04-23 Overall
Return
Exponential
Trendline
VOO
×
+56.94%
+9.59%/yr
+6.73%/yr
(R2=0.462)
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
+32.16%
+5.83%/yr
+4.36%/yr
(R2=0.574)
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-05-21? to Wed 2025-04-23 Start
Value
End
Value
VOO
×
$10,000.00
2020-05-21
$15,693.97
2025-04-23
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
$10,000.00
2020-05-21
$13,215.50
2025-04-23
JPMorgan Equity Premium Income ETF Exchange-Traded Fund

Annual Returns

Year VOO JEPI
2025 (YTD) −7.80% −5.43%
2024 +21.48% +9.43%
2023 +22.23% +6.25%
2022 −23.14% −9.34%
2021 +20.33% +13.53%
2020 +16.73% +16.77%
2019 +28.43%
2018 −6.29%
2017 +19.25%
2016 +9.89%
2015 +0.59%
2014 +12.71%
2013 +30.42%
2012 +14.02%
2011 −1.04%
2010 +14.34%

Drawdowns

Thu 2020-05-21? to Wed 2025-04-23 Current
Drawdown
Worst
Drawdown
VOO
×
−12.85% −29.19%
2022-10-12
Vanguard S&P 500 ETF Exchange-Traded Fund
JEPI
×
−9.38% −18.26%
2022-09-30
JPMorgan Equity Premium Income ETF Exchange-Traded Fund